Ascentis Independent Advisors, LLC

• A percentage of assets under your management
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated April 28, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$2,094,861,769 as of October 2026, filing dated July 13, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)

Also doing business as

ARENZANO CAPITAL, ARIMATHEA, ARISE WEALTH MANAGEMENT, ASCENTIS INDEPENDENT ADVISORS, AVELLA PRIVATE WEALTH, BENCHMARK FINANCIAL ADVISORS, CIRQUE FINANCIAL GROUP, CONSTANCE WEALTH ADVISORS, DESERT CITIES WEALTH MANAGEMENT, ELIAS FINANCIAL SERVICES, ENRIQUEZ FINANCIAL GROUP, GOLDEN STATE EQUITY PARTNERS, HEART MOUNTAIN WEALTH MANAGEMENT, HIDDEN PEAK INVESTMENTS, LONGEVITY WEALTH, MARSHALL WEALTH ADVISORS, ORG PARTNERS, ORGAN PEAK FINANCIAL GROUP, SCHNEIDER WEALTH MANAGEMENT, STRADA WEALTH, TANGENT RETIREMENT, TINKER CAPITAL, TOPWATER CAPITAL, TVN ADVISORS, VECTOR3 WEALTH MANAGEMENT, WATERSTONE WEALTH, WINDFALL HILL CAPITAL, XARTIS WEALTH ADVISORY GROUP, YOUNG GLOBAL WEALTH STRATEGIES, INC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2022 (4 years)

Employees

Total: 43. Performing investment advisory functions: 39.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

25 other offices, as of the August 2026 filing

Bemidji, MNBoulder, COBrunswick, OHCharlotte, NCDeming, NMDenver, COEncinitas, CAGrand Rapids, MNGreenville, SCLafayette, CALas Cruces, NMLehi, UTNewport Beach, CANorth Bend, WAOsprey, FLPark Rapids, MNPowell, WYSan Diego, CASchaumberg, ILSeattle, WASewickley, PASouthlake, TXTorrance, CATroy, MIYucca Valley, CA

States registered or notice-filed

38 states or jurisdictions

AKALAZCACOFLGAHIIDILINKSKYLAMDMIMNMTNCNDNENJNMNVNYOHORPASCTNTXUTVAVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $405,211,897 in the October 2022 data and $2,094,861,769 in the October 2026 data, up 417%.

Total employees: 24 in October 2022 and 43 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. July 2026
   • Changed its office addresses in Bemidji, MN.
   • Added an office in Boulder, CO.
2. June 2026
   • Registered or notice-filed in AL, IN, KY, LA, MD, NE, VT, WV.
   • Updated its list of owners and control persons (Schedule A).
3. April 2026
   • Regulatory assets under management went from $1,652,954,798 to $2,094,861,769 (+27%).
   • Employees performing advisory functions went from 25 to 39.
   • Added the business name TVN Advisors.
   • Added the business name Strada Wealth.
   • Added the business name Topwater Capital.
   • Added an office in Lehi, UT.
   • Added an office in Osprey, FL.
   • Added an office in Powell, WY.
4. March 2026
   • Changed its office addresses in Charlotte, NC.
5. February 2026
   • Regulatory assets under management went from $880,384,165 to $1,652,954,798 (+88%).
   • Changed its legal name from Golden State Equity Partners, LLC to Ascentis Independent Advisors, LLC.
   • Added the business name Benchmark Financial Advisors.
   • Added the business name Cirque Financial Group.
   • Added the business name Constance Wealth Advisors.
   • Added the business name Elias Financial Services.
   • Added the business name Golden State Equity Partners.
   • Added the business name ORG Partners.
   • Added the business name Tinker Capital.
   • Added the business name Waterstone Wealth.
   • Added the business name Windfall Hill Capital.
   • Added the business name Xartis Wealth Advisory Group.
   • Added an office in Brunswick, OH.
   • Added an office in Charlotte, NC.
   • Added an office in Denver, CO.
   • Added an office in Greenville, SC.
   • Added an office in Schaumberg, IL.
   • Added an office in Seattle, WA.
   • Added an office in Sewickley, PA.
   • Added an office in Torrance, CA.
   • Updated its list of owners and control persons (Schedule A).
6. December 2025
   • Added an office in Grand Rapids, MN.
   • No longer lists an office in Bemidji, MN.
   • Registered or notice-filed in NC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.